AI agent for travel agents
Post-Trip Review and Referral Follow-up Agent
Every returned client gets a personal check-in, and each reply ends in a claim file, a review request or a next-trip idea.
What it does
Once a client gets home, most agents are already busy with the next booking, so nobody asks how the trip went. This agent starts three days after the return date. It reads the trip file for flagged issues such as a delayed transfer or a hotel change, then drafts a personal check-in that mentions something specific from the trip. It watches for the reply. If the client reports a problem, it opens a supplier claim checklist with the booking references and receipts pulled together. If the client is happy, it drafts a review request and a next-trip idea based on the profile. If no reply comes in five days, it drafts one gentle nudge. You approve every message before it goes out.
How it works
Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.
Read the steps as a list
- Trip return date plus three days
- Read trip file for flagged issues, changes and client preferences
- Draft a personal check-in that mentions a specific moment from the trip
- Travel agent approves the check-in messageThe agent waits here for your OK.
- Watch the inbox for the client reply
- Did the client reply within five days?If not: draft one gentle nudge for approval, then recheck; log silence after the second pass. Back to step 5.
- Classify the reply as problem or happy
- Problem: build supplier claim checklist with references and receipts. Happy: draft review request and next-trip idea
- Is the claim checklist complete with proof for each item?If not: list the missing proof and ask the travel agent to collect it, then rebuild the checklist. Back to step 8.
- Travel agent approves the reply, claim or review requestThe agent waits here for your OK.
- Follow-up logged in the client file with next contact date
How it decides
It sorts the reply into problem, happy or silent. Problems go to the claim path first, happy replies go to the review and referral path, silence gets one nudge and then a calendar reminder.
- Reply mentions words like late, lost, dirty or refund: treat as a problem before anything else
- Client spent over the usual trip value and was happy: add a referral request to the review message
- Two follow-ups with no reply: stop and set a reminder for the next anniversary
- A complaint with no receipt on file: ask the client for proof before contacting the supplier
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Days after return before the first check-in (default 3)
- Number of nudges before stopping (default 1)
- Message tone: warm, brief or formal
- Which clients to skip, such as VIPs you call yourself
- Review sites to point happy clients to
What keeps you in control
It always asks you first
- Every outgoing client message
- Any claim sent to a supplier
- Any discount or goodwill offer
Hard limits
- Never promise compensation or refunds to the client
- Never contact a supplier without approval
It stops when
- Done: client replied and the claim, review or next-trip idea is logged
- Stop: client asks not to be contacted
- Stop: second nudge unanswered, reminder set
Set it up
We guide you through the set-up, step by step
Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.
- One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
- The agent then walks you through connecting your own data, one source at a time
- A downloadable copy with the flow chart, the rules and the full guide
